קופת גמל להשקעה
מיטב גמל להשקעה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 7867 · Data as of 08/2026
Cumulative return · 12 months24.73%Back to comparison
Last month4.47%
Year to date14.54%
3 years84.22%
5 years113.80%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.22% | 4.22% |
| 10/2024 | -0.83% | 3.36% |
| 11/2024 | 4.68% | 8.19% |
| 12/2024 | 0.66% | 8.91% |
| 01/2025 | 2.86% | 12.02% |
| 02/2025 | -5.17% | 6.23% |
| 03/2025 | -5.93% | -0.07% |
| 04/2025 | -0.59% | -0.66% |
| 05/2025 | 8.75% | 8.03% |
| 06/2025 | 6.89% | 15.48% |
| 07/2025 | 1.92% | 17.69% |
| 08/2025 | 2.04% | 20.09% |
| 09/2025 | 7.07% | 28.58% |
| 10/2025 | 2.04% | 31.21% |
| 11/2025 | -1.60% | 29.11% |
| 12/2025 | 1.29% | 30.77% |
| 01/2026 | 3.45% | 35.29% |
| 02/2026 | -2.62% | 31.74% |
| 03/2026 | -6.34% | 23.39% |
| 04/2026 | 13.87% | 40.50% |
| 05/2026 | 8.23% | 52.07% |
| 06/2026 | -0.77% | 50.90% |
| 07/2026 | -4.98% | 43.38% |
| 08/2026 | 4.47% | 49.79% |
Calendar-year returns
202424.51%
202520.08%
Investment exposure
- Equity exposure
- 99.08%
- Overseas exposure
- 99.08%
- Foreign currency exposure
- 3.14%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.